Jack Rose: 10 top tips for tax-advantaged investing

For advisers and clients

clock • 4 min read

With little more than six weeks to go until the end of the 2016/17 tax year, Jack Rose offers investors and their advisers his 10 top tips for weighing up the pros and cons of tax-efficient investments

1. Don't leave it to the last minute Capacity is limited in some of the most popular tax-efficient investment products and enterprise investment scheme (EIS) vehicles that guarantee investment this tax year - which is relevant for those looking for carry back to 2015/16 - are in short-supply. The most popular ones will fill quickly. The same is true of the venture capital trust (VCT) market, which has seen a number of the most popular products limit their capacity and, as a result, fill within weeks. Investors who wait to the last minute will be left with limited choice. So do your res...

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